SFM
CLD

Systematic Financial Management’s Cloud Peak Energy Inc CLD Stock Holding History

Systematic Financial Management’s Portfolio CLD Stock Details CLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-472,090
Closed -$1.09M – 707
2018
Q3 		$1.09M Buy
472,090
+170,530
+57% +$459K 0.03% 555
2018
Q2 		$1.05M Sell
301,560
-106,130
-26% -$354K 0.03% 542
2018
Q1 		$1.19M Buy
407,690
+42,220
+12% +$175K 0.03% 515
2017
Q4 		$1.63M Sell
365,470
-83,740
-19% -$352K 0.03% 327
2017
Q3 		$1.64M Sell
449,210
-503,925
-53% -$1.69M 0.03% 339
2017
Q2 		$3.37M Buy
953,135
+146,190
+18% +$534K 0.06% 290
2017
Q1 		$3.7M Buy
806,945
+321,490
+66% +$1.62M 0.07% 279
2016
Q4 		$2.72M Buy
+485,455
New +$2.93M 0.04% 328
2016
Q1 		– Sell
-750,167
Closed -$1.56M – 659
2015
Q4 		$1.56M Buy
750,167
+191,285
+34% +$538K 0.02% 487
2015
Q3 		$1.47M Buy
558,882
+33,150
+6% +$110K 0.02% 571
2015
Q2 		$2.45M Buy
525,732
+230,762
+78% +$1.33M 0.02% 504
2015
Q1 		$1.72M Buy
+294,970
New +$2.17M 0.01% 594
2014
Q4 		– Sell
-163,185
Closed -$2.06M – 745
2014
Q3 		$2.06M Buy
163,185
+62,750
+62% +$950K 0.02% 579
2014
Q2 		$1.85M Buy
+100,435
New +$1.97M 0.01% 567
2014
Q1 		– Sell
-107,985
Closed -$1.94M – 754
2013
Q4 		$1.94M Buy
+107,985
New +$1.76M 0.01% 464

Other funds holding CLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Systematic Financial Management's CLD Position: Q4 2018 in Review

Systematic Financial Management sold out of Cloud Peak Energy Inc (CLD) in Q4 2018, closing a stake of 472,090 shares — an estimated $1.09M sold.

Systematic Financial Management first reported a position in CLD in Q4 2013 and held it in 15 quarters. The position peaked at $3.7M in Q1 2017. 109 funds tracked by Wall St. Rank hold CLD as of Q4 2018.

  • Systematic Financial Management reported no remaining Cloud Peak Energy Inc position as of Q4 2018 after selling out during the quarter.
  • Systematic Financial Management sold 472,090 Cloud Peak Energy Inc shares in Q4 2018, an estimated $1.09M.
  • Systematic Financial Management first reported a position in Cloud Peak Energy Inc in Q4 2013 and held it in 15 quarters.
  • Systematic Financial Management's Cloud Peak Energy Inc position peaked at $3.7M in Q1 2017.
  • 109 funds tracked by Wall St. Rank held Cloud Peak Energy Inc as of Q4 2018.

Based on Systematic Financial Management's 13F filing for Q4 2018, filed 13 Feb 2019.